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<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
</a>
<div class="section" id="web-form-banner">
<h1>Web Form Banner</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/web/tree/18.0/web_form_banner"><img alt="OCA/web" src="https://img.shields.io/badge/github-OCA%2Fweb-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/web-18-0/web-18-0-web_form_banner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/web&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>The module adds configurable banners for backend <strong>form</strong> views. Define
rules per model (and optionally per view) to show context-aware alerts
with a chosen severity (info/warning/danger).</p>
<p>Messages can be plain text with ${placeholders} or fully custom HTML;
visibility, severity, and values are computed server-side via a safe
Python expression.</p>
<p>Banners are injected just before or after a target node (default:
//sheet) and refresh on form load/save/reload.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a><ul>
<li><a class="reference internal" href="#usage-of-message-fields" id="toc-entry-2">Usage of message fields:</a></li>
<li><a class="reference internal" href="#evaluation-context-variables-available-in-message-value-code" id="toc-entry-3">Evaluation context variables available in Message Value Code:</a></li>
<li><a class="reference internal" href="#trigger-fields" id="toc-entry-4">Trigger Fields</a></li>
<li><a class="reference internal" href="#message-setting-examples" id="toc-entry-5">Message setting examples:</a></li>
</ul>
</li>
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-6">Known issues / Roadmap</a><ul>
<li><a class="reference internal" href="#banner-presentation-inside-group" id="toc-entry-7">Banner presentation inside &lt;group&gt;</a></li>
<li><a class="reference internal" href="#limitations-of-draft-eval-context-variable" id="toc-entry-8">Limitations of draft eval context variable</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-9">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-10">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-11">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-12">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-13">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h2><a class="toc-backref" href="#toc-entry-1">Usage</a></h2>
<ol class="arabic simple">
<li>Go to <em>Settings &gt; Technical &gt; User Interface &gt; Form Banner Rules</em> and
create a rule.</li>
<li>Choose Model, select Trigger Fields (optional), set Default Severity,
select Views (optional), update Target XPath (insertion point) and
Position, and configure the message.</li>
<li>Save. Open any matching form record—the banner will appear and
auto-refresh after load/save/reload.</li>
</ol>
<div class="section" id="usage-of-message-fields">
<h3><a class="toc-backref" href="#toc-entry-2">Usage of message fields:</a></h3>
<ul class="simple">
<li><strong>Message</strong> (message): Text shown in the banner. Supports
${placeholders} filled from values returned by message_value_code.
Ignored if message_value_code returns an html value.</li>
<li><strong>HTML</strong> (message_is_html): If enabled, the message string is rendered
as HTML; otherwise it’s treated as plain text.</li>
<li><strong>Message Value Code</strong> (message_value_code): Safe Python expression
evaluated per record. Return a dict such as {“visible”: True,
“severity”: “warning”, “values”: {“name”: record.name}}. Use either
message or html (from this code), not both. Several evaluation context
variables are available.</li>
</ul>
</div>
<div class="section" id="evaluation-context-variables-available-in-message-value-code">
<h3><a class="toc-backref" href="#toc-entry-3">Evaluation context variables available in Message Value Code:</a></h3>
<ul class="simple">
<li>`env`: Odoo environment for ORM access.</li>
<li>`user`: Current user (env.user).</li>
<li>`ctx`: Copy of the current context (dict(env.context)).</li>
<li>`record`: Current record (the form’s record).</li>
<li>`draft`: The persisted field values of the ORM record (before
applying the current form’s unsaved changes) + the current unsaved
changes on trigger fields. Should be used instead of record when your
rule is triggered dynamically by an update to a trigger field. It
doesn’t include any values from complex fields (one2many/reference,
etc).</li>
<li>`record_id`: Integer id of the record being edited, or False if the
form is creating a new record.</li>
<li>`model`: Shortcut to the current model (env[record._name]).</li>
<li>`url_for(obj): Helper that returns a backend form URL for `obj.</li>
<li>`context_today(ts=None)`: User-timezone “today” (date) for reliable
date comparisons.</li>
<li>time, `datetime`: Standard Python time/datetime modules.</li>
<li>`dateutil`: { “parser”: dateutil.parser, “relativedelta”:
dateutil.relativedelta }</li>
<li>`timezone`: pytz.timezone for TZ handling.</li>
<li>float_compare, float_is_zero, `float_round`: Odoo float utils for
precision-safe comparisons/rounding.</li>
</ul>
<p>All of the above are injected by the module to the safe_eval locals.</p>
</div>
<div class="section" id="trigger-fields">
<h3><a class="toc-backref" href="#toc-entry-4">Trigger Fields</a></h3>
<p><em>Trigger Fields</em> is an optional list of model fields that, when changed
in the open form, cause the banner to <strong>recompute live</strong>. If left empty,
the banner does <strong>not</strong> auto-refresh as the user edits the form.</p>
<p>When a trigger fires, the module sends the current draft values to the
server, sanitizes them, builds an evaluation record, and re-runs your
message_value_code.</p>
<p>You should use draft instead of record to access the current form values
if your rule is triggered based on an update to a trigger field.</p>
</div>
<div class="section" id="message-setting-examples">
<h3><a class="toc-backref" href="#toc-entry-5">Message setting examples:</a></h3>
<p><strong>A) Missing email on contact (warning)</strong></p>
<ul class="simple">
<li>Model: res.partner</li>
<li>Message: This contact has no email.</li>
<li>Message Value Code:</li>
</ul>
<pre class="code python literal-block">
<span class="p">{</span><span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="ow">not</span> <span class="nb">bool</span><span class="p">(</span><span class="n">record</span><span class="o">.</span><span class="n">email</span><span class="p">)}</span>
</pre>
<p><strong>B) Show partner comment if available</strong></p>
<ul class="simple">
<li>Model: purchase.order</li>
<li>Message: Vendor Comments: ${comment}</li>
<li>Message Value Code (single expression):</li>
</ul>
<pre class="code python literal-block">
<span class="p">{</span><span class="w">
</span>  <span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="nb">bool</span><span class="p">(</span><span class="n">record</span><span class="o">.</span><span class="n">partner_id</span><span class="o">.</span><span class="n">comment</span><span class="p">),</span><span class="w">
</span>  <span class="s2">&quot;values&quot;</span><span class="p">:</span> <span class="p">{</span><span class="s2">&quot;comment&quot;</span><span class="p">:</span> <span class="n">record</span><span class="o">.</span><span class="n">partner_id</span><span class="o">.</span><span class="n">comment</span><span class="p">},</span><span class="w">
</span><span class="p">}</span>
</pre>
<p>It is also possible to use “convenience placeholders” without an
explicit values key:</p>
<pre class="code python literal-block">
<span class="p">{</span><span class="w">
</span>  <span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="nb">bool</span><span class="p">(</span><span class="n">record</span><span class="o">.</span><span class="n">partner_id</span><span class="o">.</span><span class="n">comment</span><span class="p">),</span><span class="w">
</span>  <span class="s2">&quot;comment&quot;</span><span class="p">:</span> <span class="n">record</span><span class="o">.</span><span class="n">partner_id</span><span class="o">.</span><span class="n">comment</span><span class="p">,</span><span class="w">
</span><span class="p">}</span>
</pre>
<p><strong>C) High-value sale order (dynamic severity)</strong></p>
<ul class="simple">
<li>Model: sale.order</li>
<li>Message: High-value order: ${amount_total}</li>
<li>Message Value Code:</li>
</ul>
<pre class="code python literal-block">
<span class="p">{</span><span class="w">
</span>  <span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="n">record</span><span class="o">.</span><span class="n">amount_total</span> <span class="o">&gt;=</span> <span class="mi">30000</span><span class="p">,</span><span class="w">
</span>  <span class="s2">&quot;severity&quot;</span><span class="p">:</span> <span class="s2">&quot;danger&quot;</span> <span class="k">if</span> <span class="n">record</span><span class="o">.</span><span class="n">amount_total</span> <span class="o">&gt;=</span> <span class="mi">100000</span> <span class="k">else</span> <span class="s2">&quot;warning&quot;</span><span class="p">,</span><span class="w">
</span>  <span class="s2">&quot;values&quot;</span><span class="p">:</span> <span class="p">{</span><span class="s2">&quot;amount_total&quot;</span><span class="p">:</span> <span class="n">record</span><span class="o">.</span><span class="n">amount_total</span><span class="p">},</span><span class="w">
</span><span class="p">}</span>
</pre>
<p><strong>D) Quotation past validity date</strong></p>
<ul class="simple">
<li>Model: sale.order</li>
<li>Message: This quotation is past its validity date (${validity_date}).</li>
<li>Message Value Code:</li>
</ul>
<pre class="code python literal-block">
<span class="p">{</span><span class="w">
</span>  <span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="nb">bool</span><span class="p">(</span><span class="n">record</span><span class="o">.</span><span class="n">validity_date</span> <span class="ow">and</span> <span class="n">context_today</span><span class="p">()</span> <span class="o">&gt;</span> <span class="n">record</span><span class="o">.</span><span class="n">validity_date</span> <span class="ow">and</span> <span class="n">record</span><span class="o">.</span><span class="n">state</span> <span class="ow">in</span> <span class="p">[</span><span class="s2">&quot;draft&quot;</span><span class="p">,</span> <span class="s2">&quot;sent&quot;</span><span class="p">]),</span><span class="w">
</span>  <span class="s2">&quot;values&quot;</span><span class="p">:</span> <span class="p">{</span><span class="s2">&quot;validity_date&quot;</span><span class="p">:</span> <span class="n">record</span><span class="o">.</span><span class="n">validity_date</span><span class="p">},</span><span class="w">
</span><span class="p">}</span>
</pre>
<p><strong>E) Pending activities on a task (uses `env`)</strong></p>
<ul class="simple">
<li>Model: project.task</li>
<li>Message: There are ${cnt} pending activities.</li>
<li>Message Value Code (multi-line with result):</li>
</ul>
<pre class="code python literal-block">
<span class="n">cnt</span> <span class="o">=</span> <span class="n">env</span><span class="p">[</span><span class="s2">&quot;mail.activity&quot;</span><span class="p">]</span><span class="o">.</span><span class="n">search_count</span><span class="p">([(</span><span class="s2">&quot;res_model&quot;</span><span class="p">,</span><span class="s2">&quot;=&quot;</span><span class="p">,</span><span class="n">record</span><span class="o">.</span><span class="n">_name</span><span class="p">),(</span><span class="s2">&quot;res_id&quot;</span><span class="p">,</span><span class="s2">&quot;=&quot;</span><span class="p">,</span><span class="n">record</span><span class="o">.</span><span class="n">id</span><span class="p">)])</span><span class="w">
</span><span class="n">result</span> <span class="o">=</span> <span class="p">{</span><span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="n">cnt</span> <span class="o">&gt;</span> <span class="mi">0</span><span class="p">,</span> <span class="s2">&quot;values&quot;</span><span class="p">:</span> <span class="p">{</span><span class="s2">&quot;cnt&quot;</span><span class="p">:</span> <span class="n">cnt</span><span class="p">}}</span>
</pre>
<p><strong>F) Product is missing internal reference (uses trigger fields)</strong></p>
<ul class="simple">
<li>Model: product.template</li>
<li>Trigger Fields: default_code</li>
<li>Message: Make sure to set an internal reference!</li>
<li>Message Value Code:</li>
</ul>
<pre class="code python literal-block">
<span class="p">{</span><span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="ow">not</span> <span class="nb">bool</span><span class="p">(</span><span class="n">draft</span><span class="o">.</span><span class="n">default_code</span><span class="p">)}</span>
</pre>
<p><strong>G) HTML banner linking to the customer’s last sales order (uses
trigger fields)</strong></p>
<ul class="simple">
<li>Model: sale.order</li>
<li>Trigger Fields: partner_id</li>
<li>Message: (leave blank; html provided by Message Value Code)</li>
<li>Message Value Code (multi-line with result):</li>
</ul>
<pre class="code python literal-block">
<span class="n">domain</span> <span class="o">=</span> <span class="p">[(</span><span class="s2">&quot;partner_id&quot;</span><span class="p">,</span> <span class="s2">&quot;=&quot;</span><span class="p">,</span> <span class="n">draft</span><span class="o">.</span><span class="n">partner_id</span><span class="o">.</span><span class="n">id</span><span class="p">)]</span><span class="w">
</span><span class="k">if</span> <span class="n">record_id</span><span class="p">:</span><span class="w">
</span>  <span class="n">domain</span> <span class="o">+=</span> <span class="p">[(</span><span class="s2">&quot;id&quot;</span><span class="p">,</span> <span class="s2">&quot;&lt;&quot;</span><span class="p">,</span> <span class="n">record_id</span><span class="p">)]</span><span class="w">
</span><span class="n">last</span> <span class="o">=</span> <span class="n">model</span><span class="o">.</span><span class="n">search</span><span class="p">(</span><span class="n">domain</span><span class="p">,</span> <span class="n">order</span><span class="o">=</span><span class="s2">&quot;date_order desc, id desc&quot;</span><span class="p">,</span> <span class="n">limit</span><span class="o">=</span><span class="mi">1</span><span class="p">)</span><span class="w">
</span><span class="k">if</span> <span class="n">last</span><span class="p">:</span><span class="w">
</span>  <span class="n">html</span> <span class="o">=</span> <span class="s2">&quot;&lt;strong&gt;Previous order:&lt;/strong&gt; &lt;a href='</span><span class="si">%s</span><span class="s2">'&gt;</span><span class="si">%s</span><span class="s2">&lt;/a&gt;&quot;</span> <span class="o">%</span> <span class="p">(</span><span class="n">url_for</span><span class="p">(</span><span class="n">last</span><span class="p">),</span> <span class="n">last</span><span class="o">.</span><span class="n">name</span><span class="p">)</span><span class="w">
</span>  <span class="n">result</span> <span class="o">=</span> <span class="p">{</span><span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="kc">True</span><span class="p">,</span> <span class="s2">&quot;html&quot;</span><span class="p">:</span> <span class="n">html</span><span class="p">}</span><span class="w">
</span><span class="k">else</span><span class="p">:</span><span class="w">
</span>  <span class="n">result</span> <span class="o">=</span> <span class="p">{</span><span class="s2">&quot;visible&quot;</span><span class="p">:</span> <span class="kc">False</span><span class="p">}</span>
</pre>
<p>If we set up the rules for a partner record as shown below:</p>
<p><img alt="image1" src="https://raw.githubusercontent.com/OCA/web/18.0/web_form_banner/static/description/partner_email_rule.png" /></p>
<p><img alt="image2" src="https://raw.githubusercontent.com/OCA/web/18.0/web_form_banner/static/description/partner_tag_rule.png" /></p>
<p>The banners will be displayed in the partner form view:</p>
<p><img alt="image3" src="https://raw.githubusercontent.com/OCA/web/18.0/web_form_banner/static/description/partner_layout_banner.png" /></p>
<p>Once the values are filled in, the banners will disappear:</p>
<p><img alt="image4" src="https://raw.githubusercontent.com/OCA/web/18.0/web_form_banner/static/description/partner_layout_no_banner.png" /></p>
</div>
</div>
<div class="section" id="known-issues-roadmap">
<h2><a class="toc-backref" href="#toc-entry-6">Known issues / Roadmap</a></h2>
<div class="section" id="banner-presentation-inside-group">
<h3><a class="toc-backref" href="#toc-entry-7">Banner presentation inside &lt;group&gt;</a></h3>
<p>Placing a full-width inline banner inside a &lt;group&gt; is only partially
supported. Depending on the target XPath (especially when targeting a
&lt;field/&gt; rendered by certain widgets), the banner or surrounding fields
may render distorted.</p>
</div>
<div class="section" id="limitations-of-draft-eval-context-variable">
<h3><a class="toc-backref" href="#toc-entry-8">Limitations of draft eval context variable</a></h3>
<ul class="simple">
<li>draft is always available in the eval context, but for new records
(record_id = False) it only contains the trigger fields from the
banner rules.</li>
<li>For existing records, draft overlays the trigger field values on top
of the persisted record; all other fields come from Model.new defaults
rather than the database.</li>
<li>Only simple field types are included: char, text, html, selection,
boolean, integer, float, monetary, date, datetime, many2one, and
many2many. <strong>one2many/reference/other types are omitted.</strong></li>
</ul>
</div>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#toc-entry-9">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/web/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/web/issues/new?body=module:%20web_form_banner%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h2><a class="toc-backref" href="#toc-entry-10">Credits</a></h2>
<div class="section" id="authors">
<h3><a class="toc-backref" href="#toc-entry-11">Authors</a></h3>
<ul class="simple">
<li>Quartile</li>
</ul>
</div>
<div class="section" id="contributors">
<h3><a class="toc-backref" href="#toc-entry-12">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.quartile.co">Quartile</a>:<ul>
<li>Yoshi Tashiro</li>
<li>Aung Ko Ko Lin</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h3><a class="toc-backref" href="#toc-entry-13">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org">
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
</a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/web/tree/18.0/web_form_banner">OCA/web</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
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